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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,151,916 | $150,447+665.7% | $136,298+745.1% | $147,586+680.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.98% | 1049.15%-1046.2pp | 5156.27%-5153.3pp | 578.59%-575.6pp |
| Employer contribution / active EE | $11,083 | $5,256+110.9% | $4,696+136.0% | $4,876+127.3% |
| Participant deferral / active EE | $21,000 | $6,631+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $411 | $10,906-96.2% | $9,244-95.6% | $10,886-96.2% |